Premium Finance Services

Part 7

Part of my role at Premium Finance Services is to help our clients assess their wealth creation options.  I have found the following simple questionnaire an ideal starting point to assist in identifying the options available;

Do you want to pay less tax?                                                             YES  /  NO

Do you want to improve your financial security?                         YES  /  NO

Do you want to pay off your mortgage sooner?                           YES  /  NO

Do you want to retire early?                                                                YES  /  NO

Do you want to provide for your family’s future?                         YES  /  NO

Do you want to retire on a good income?                                       YES  /  NO

If you answered ‘YES’ to any of these questions you will need a wealth creation plan to achieve your goals.

Are you prepared to restructure your current financial position in order to achieve your financial goals?                                                                                                       YES  /  NO

Would you prefer a secure low risk investment strategy in order to achieve your financial goals?                                                                                                                    YES  /  NO

Would you consider purchasing an investment property if it was the best low risk method of achieving your financial goals? YES  /  NO

If you answered ‘YES’ to these questions then you are in a position to consider wealth creation as a means to improving your financial position.

A simple Asset and Liability analysis will then allow professionals at Premium Finance Services to determine the best wealth creation strategy for you.

Tags: Brisbane, Melbourne, Premium Finance, Premium Finance Services, Wealth Creation

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